What Flow needs
- Client, lead, and deal records
- Conversation and activity context already in Dealsflow
- Your pipeline question or update instruction
AI CRM for small business
An AI CRM You Update by Voice or Chat
Every CRM dies the same way: nobody updates it. Dealsflow fixes that by letting you update it in plain language — "add Maria from Acme, she wants a quote next week" — and Flow creates the contact, the note, and the task. It scores your clients and tells you who to call next.
Who this is for
Owners and small teams whose CRM goes stale because updating it competes with actual customer work.
The operating problem
Traditional CRM software stores the pipeline while still making every useful answer and update another manual task.
A workflow from instruction to outcome
One conversation keeps the context and the work together.
- 01
Ask Flow about a customer, lead, deal, or pipeline question.
- 02
Flow retrieves the relevant records from your organization.
- 03
Tell Flow what should be updated, in plain language.
- 04
Review any customer-facing action that needs your approval.
- 05
The updated context is there for your next question.
Illustrative example — fictional prompt, response, names, and metrics; not customer results.
From context to controlled action
See the information before deciding what moves next.
Flow keeps the conversation close to the records and work it can use. The owner remains the decision point where the workflow requires approval.
What Flow creates
- A plain-language pipeline answer
- Updated records or prepared follow-up tasks
- AI client scoring that surfaces who’s hot and who’s going cold
Where you approve
- Customer-facing messages when review is required
- Changes that affect deal ownership or commercial terms
- Any uncertain match between a conversation and a record
What to expect
AI output can be incomplete or wrong when source records are missing or stale. Verify important answers against the source records, and keep owner oversight for commercial changes.
Frequently asked questions
Clear answers before you bring Flow into the work.
You manage it conversationally — the AI does the data entry — and it scores clients and suggests next steps automatically.
Yes. A full CRM interface is there as an advanced mode alongside chat.
Yes. When the relevant records are available, Flow can retrieve business information through voice or text.
Start with the core
Bring your business context into one conversation.
The workspace is free for one person and one organization. Hire an employee only when you want more capacity.